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Sondra  Harbert

Sondra Harbert

Administration Assistant

Sondra holds an AA degree from San Diego City College. 

Sondra has weaved a 25 year history with Professional Financial Services thru it’s various components - the longest of any of our team members.   Her primary duties include meeting and greeting clients, answering phones, scheduling appointments, collating tax returns, keeping track of all filing deadlines and due dates, and various other front office tasks.